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A WooCommerce CRM is any plugin or software built for WordPress-based sites that allows you to manage an online store and engage with your customers. The top WooCommerce options offer seamless integration with your ecommerce platform and help you manage your contacts, track orders, accept payments, and customize workflows for your store operations. To help you find the best WooCommerce solution, we’ve evaluated six CRMs in our independent review.
Here are the six best WooCommerce CRM solutions:
At the end of our research, Mailchimp emerged as the overall winner, scoring the highest for core features and customer support. All of the CRM software evaluated are good platforms for WooCommerce and scored highly in one category or another. Below, see how each WooCommerce solution performed per category and check out their primary use cases, key features, pros and cons, and pricing plans.
Note: All per-user prices are with a one-year commitment unless noted.
Offers an all-in-one marketing platform for online retailers to engage with customers.
Mailchimp is an email marketing and automation platform that helps you interact with customers and build your online presence. Within its free plan, build powerful landing pages and email campaigns with pre-built, easily customizable templates. Upgrade for automations like abandoned cart reminders or product recommendations and combine them with retargeting ads to remind your site visitors about your products when they check their social media.
While Mailchimp offers an all-in-one solution for your WooCommerce store, it has a steep learning curve, especially for beginners. If you’re someone who needs a WooCommerce software that’s easier to learn and use, try 1CRM, which won in the ease of use category.
Provides free sales tools to manage and sync customer data, with premium upgrades available.
HubSpot CRM is a free all-in-one tool for sales, marketing, and ecommerce management. The basic software is free and will deftly manage your email outreach, social media, and customer service. When you upgrade to Sales Hub, you can access advanced sales tools like customized reports and integrate it with Marketing Hub (sold separately) for advanced content marketing. HubSpot is a smart choice for WooCommerce stores looking for a free CRM to grow with them.
HubSpot CRM offers a robust free forever plan but its premium tiers tend to be pricey. If you’re looking for a WooCommerce solution with affordable paid plans, check out 1CRM, which won in the cost category.
Features user-friendly tools to manage orders and daily tasks for your online store.
1CRM is a user-friendly cloud-based CRM that offers robust business management features for WooCommerce stores. Manage your orders in one visual dashboard and navigate through your screen using the control bar at the top to easily switch between viewing your daily activities and tracking your purchase orders. Manage your inventory from multiple stores while monitoring the movement of your shipping and receiving activities without having to open separate tabs.
Although 1CRM provides a less complicated option for managing your WooCommerce store, it has limited customization capabilities. If you’re looking for a CRM you can easily tailor to your needs, look into HubSpot CRM, which offers robust customizations and an intuitive interface.
Offers robust tools to automatically engage with your customers on various platforms.
Agile CRM is an end-to-end CRM platform that provides robust tools to engage your site visitors and turn them into paying customers. Create targeted sign-up forms, share them directly via email or embed them on your website to capture and segment your leads, then add those leads to the marketing campaigns that best fit them. You can also send personalized messages via web pop-ups that suggest promotional offers or remind leads of abandoned carts.
While Agile CRM is a good option for interacting with your site visitors, its third-party app integration isn’t the best. If you’re someone who needs a WooCommerce CRM that syncs well with other apps, check out HubSpot, which won in this category.
Helps businesses personalize customer engagement and workflows for store operations.
Salesforce is a cloud-based CRM packed with advanced, customizable features for your WooCommerce business. Choose from different themes, layouts, and languages to design your website, product catalogs, and email campaigns based on the customer data captured from web forms on your landing pages. Then, set up personalized reminders for abandoned carts or provide shipping and delivery options for customers when they purchase your products.
Although Salesforce provides powerful customization capabilities, premium customer support is only offered at expensive tiers. If you need WooCommerce CRM software with 24/7 support solutions for all tiers, try Mailchimp, which won in this category.
Provides powerful automations for managing leads and streamlining marketing efforts.
Keap is a small business CRM that offers advanced automations for your marketing campaigns and workflows. Send text messages and follow-up emails to potential customers as soon as they fill out a form on your website or social media. Personalize these follow-ups by tagging and segmenting your contacts to trigger automations based on their data or online activity. You can also leverage its business line to automatically reply to your customers' responses.
While Keap offers robust automations for your marketing campaigns, its steep learning curve can be challenging for beginners. If you need a WooCommerce platform that’s easier to set up and use, try 1CRM, which has an intuitive interface and solid marketing tools.
The top options for WooCommerce platforms include these tools:
Organize your products or assemble product kits in a digital catalog so you can easily reference invoices and quotes or present information for your customers.
In our evaluation, we created a rubric with six weighted categories, each of which contained related scoring criteria based on the factors essential to WooCommerce stores. The category scores summed up to an overall score out of five, and then we named the CRM that scored the highest across all categories the winner. Finally, we assigned a primary use case to each top option.
Online sellers need an affordable CRM software beyond WooCommerce’s basic tools, so we placed the most emphasis on cost and features that help you understand your customers' buying behavior and let you engage with them. If your site is built on WordPress, you’ll also need robust and user-friendly tools to tailor your business, so we looked at customizations and ease of use as well. Finally, customer service and app integrations rounded out our evaluation.
We evaluated the CRM’s cost per plan, free trial length, billing options, and/or free plans available.
We examined each CRM’s core offerings, such as contact management, billing and payment, order tracking, list segmentation, and automations.
We assessed the CRM’s ability to create drip campaigns, set up shipping processes, customize reports, and modify the platform using custom fields and modules.
We considered how easy it is to use and set up the software by looking at real customer reviews on sites like Capterra, TrustRadius, and G2. We also looked at how comprehensive their knowledge base or learning resources are.
We looked at how each option offers support, including email, live chat, and phone. We also considered real user reviews on sites like G2 and Capterra.
Does the CRM sync well with third-party apps for customer support, social media, accounting, and more?
WooCommerce is an excellent ecommerce solution, but to fully engage your customers, you need CRM software that helps you understand who they are, how they buy, and why they buy. For this reason, you need a reliable CRM that lets you interact with your customers and manage your business operations using industry-specific tools. If you don’t necessarily need a WordPress platform for your online store, you can see our list of the best ecommerce CRMs.
Jen is a Pittsburgh-based contributing writer for Selling Signals specializing in CRM software buyer's guides. As a freelancer, she also writes about hospitality and tourism sales, including sales and marketing tech and travel content. When she isn't on assignment, Jen catches up on her many newsletter subscriptions, watches no-code tutorials, and spends time with her family.
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